SCHZ
ETF

Schwab US Aggregate Bond ETF

As of Jun 30, 2026 CUSIP 808524839
Institutional Holders
665
Total Held Value
$4.23B
Total Exact Shares
185.74M
Largest Holder
JPMorgan Chase
14.42M shares • $335.0M
Reported Holders665
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 JPMorgan Chase $335.0M <0.1% +8.6% 14.42M Jun 30, 2026
2 Rockbridge Investment Management, LCC $241.0M 19.6% +7.5% 10.42M Jun 30, 2026
3 Avantax Planning Partners $184.5M 4.6% +3.4% 7.98M Jun 30, 2026
4 Ameriprise Financial $157.5M <0.1% +5.3% 6.81M Jun 30, 2026
5 Financial Engines Advisors $131.4M 0.2% +4.9% 5.68M Jun 30, 2026
6 HighTower Advisors $99.3M 0.1% -4.4% 4.29M Jun 30, 2026
7 Kohmann Bosshard Financial Services $89.2M 7.6% +16.1% 3.86M Jun 30, 2026
8 Charles Schwab Trust
Filing dated Sep 30, 2026
 $85.3M 4.9% -41.5% 3.86M Sep 30, 2026
9 Envestnet Asset Management $80.6M <0.1% +5.7% 3.48M Jun 30, 2026
10 Rational Advisors $72.7M 6.7% +2.1% 3.14M Jun 30, 2026
11 Goldman Sachs Group $71.0M <0.1% -1.9% 3.07M Jun 30, 2026
12 McAdam
Filing dated Sep 30, 2026
 $57.3M 2.2% -0.6% 2.59M Sep 30, 2026
13 Pioneer Wealth Management Group
Filing dated Sep 30, 2026
 $55.8M 13.2% +12.3% 2.53M Sep 30, 2026
14 Jones Financial Companies $52.9M <0.1% +20.1% 2.28M Jun 30, 2026
15 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $50.1M 0.1% +4.5% 2.27M Sep 30, 2026
16 Mariner $49.3M 0.1% -1.1% 2.13M Jun 30, 2026
17 Cerity Partners $45.8M 0.1% +31.0% 2.35M Jun 30, 2026
18 Cetera Investment Advisers $43.1M <0.1% +5.4% 1.86M Jun 30, 2026
19 Savant Capital $39.1M 0.1% +99.6% 1.69M Jun 30, 2026
20 Vident Advisory $39.0M 0.3% +3.2% 1.69M Jun 30, 2026
Exited in Latest Filing55
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.